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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.42% | | 5-Year Average Return: | -0.93% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2004): | 22.83% | |
Worst 1-Yr Total Return (2008): | -31.13% | |
Best 3-Yr Total Return (2004-6): | 10.73% | |
Worst 3-Yr Total Return (2006-8): | -11.79% |
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| 1-Year: | -7.87% | | 3-Year: | -4.59% | | 5-Year: | -0.11% | | 10-Year: | 8.40% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MXCSX | Category | Diff | Index* | Diff | | Year To Date | 23.42 | 19.19 | 4.23 | 17.05 | 6.37 | | 1-Month | -4.53 | -5.16 | 0.63 | -1.86 | -2.67 | | 3-Month | 0.74 | 4.11 | -3.37 | 5.48 | -4.74 | | 1-Year | 11.51 | 11.22 | 0.29 | 9.80 | 1.71 | | 3-Year | -7.60 | -7.72 | 0.12 | -7.02 | -0.58 | | 5-Year | -0.93 | 1.02 | -1.95 | 0.33 | -1.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.84 | 60.83 | 7.01 | 45.76 | 22.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.77 | -15.36 | -0.41 | -18.25 | 2.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MXCSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.13 | -32.24 | 1.11 | | 2007 | | | -10.75 | -6.08 | -4.67 | | 2006 | | | 11.68 | 16.27 | -4.59 | | 2005 | | | -1.03 | 6.40 | -7.43 | | 2004 | | | 22.83 | 21.14 | 1.69 | | 2003 | | | 67.88 | 42.38 | 25.50 | | 2002 | | | -0.76 | -10.12 | 9.36 | | 2001 | | | N/A | 15.92 | N/A | | 2000 | | | N/A | 18.64 | N/A | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MXCSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.86 | 32.28 | 14.80 | N/A | | 2008 | -4.63 | -3.88 | 4.38 | -28.02 | | 2007 | 3.30 | 3.34 | -6.47 | -10.61 | | 2006 | 10.31 | -4.98 | -2.52 | 9.29 | | 2005 | -3.84 | -4.18 | 6.19 | 1.15 | | 2004 | 8.48 | 2.67 | -2.60 | 13.23 | | 2003 | -1.53 | 31.14 | 11.74 | 16.34 | | 2002 | 10.07 | 0.15 | -21.00 | 13.96 | | 2001 | N/A | N/A | N/A | 13.09 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 140 | 390 | 35.90 | | 1-Month | 373 | 406 | 91.87 | | 3-Month | 388 | 405 | 95.80 | | 6-Month | 134 | 396 | 33.84 | | 1-Year | 191 | 381 | 50.13 | | 3-Year | 139 | 317 | 43.85 | | 5-Year | 178 | 242 | 73.55 |
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0.22% Nasdaq 
Performance
